WHITEFISH CONVENTION AND VISITOR BUREAU INC (EIN 204933448) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

MARIAH JOOS

Phone

4068623390

Tax Period

2023-07-01 to 2024-06-30

WHITEFISH CONVENTION AND VISITOR BUREAU INC, founded in 2006, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year.

Mission

CONVENTION AND VISITOR BUREAU

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $16,600

Program Service Revenue $1,063,081

Investment Income $6,995

Other Revenue $17

TOTAL REVENUE $1,086,693

Expense Breakdown

Grants Paid $132,183

Salaries & Benefits $223,988

Fundraising Expenses $0

Other Expenses $706,880

TOTAL EXPENSES $1,063,051

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,086,693	$1,176,808	-0.1%
Expenses	$1,063,051	$1,087,724	0.0%
Net Income	$23,642	$89,084	-0.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$26,769

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE SCHMIDT	EXECUTIVE DI	40.00	Officer	$26,769	$0	$26,769
JESSIE FARNES	VICE CHAIR	2.00	Officer Director	$0	$0	$0
RHONDA FITZGERALD	SEC/TREASURE	2.00	Officer Director	$0	$0	$0
MATT GEBO	MEMBER	1.00	Director	$0	$0	$0
MARIAH JOOS	CHAIR	2.00	Officer Director	$0	$0	$0
LAUREN OSCILOWSKI	MEMBER	1.00	Director	$0	$0	$0
KENT TAYLOR	MEMBER	1.00	Director	$0	$0	$0
ERICA TERRELL	MEMBER	1.00	Director	$0	$0	$0
EDNA WHITE	MEMBER	1.00	Director	$0	$0	$0
KIMBERLY WORTMAN	MEMBER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$1,086,693	$1,063,051	$1,201,015	$23,642
2023	$1,176,808	$1,087,724	$1,179,408	$89,084
2022	$564,388	$638,686	$1,066,630	$-74,298
2021	$1,165,184	$852,232	$1,131,667	$312,952
2020	$1,021,379	$788,273	$982,243	$233,106

WHITEFISH CONVENTION AND VISITOR BUREAU INC